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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Evelyn Partners Asset Management Ltd

Quarter ended Q4 2025 · Filed December 8, 2025 · Accession 0001420506-25-003528

Total Value
$359.0M
Positions
248
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (248)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTL EQUITY INDEX F922042742233,631$27.1M7.55%
2SPDR GOLD TRGLD78,783$22.7M6.32%
3MICROSOFT CORPMSFT43,960$16.5M4.60%
4VISA INCV37,945$13.3M3.70%
5ALPHABET INCGOOG77,360$12.0M3.33%
6STRYKER CORPORATIONSYK30,893$11.5M3.20%
7AUTOMATIC DATA PROCESSING INADP36,423$11.1M3.10%
8AMAZON COM INCAMZN57,382$10.9M3.04%
9LITMAN GREGORY FDS TR53700T827406,971$10.3M2.86%
10MASTERCARD INCORPORATEDMA16,816$9.2M2.57%
11WATERS CORP94184810324,013$8.9M2.47%
12INTUITINTU14,379$8.8M2.46%
13AUTOZONE INCAZO2,283$8.7M2.42%
14VANECK ETF TRUST92189F106176,878$8.1M2.27%
15DISNEY WALT CO25468710679,857$7.9M2.20%
16PROCTER AND GAMBLE CO74271810945,221$7.7M2.15%
17VANGUARD WORLD FD92204A30658,223$7.6M2.10%
18VANGUARD INTL EQUITY INDEX F92204286699,020$7.2M2.00%
19ZOETIS INCZTS42,410$7.0M1.95%
20ETFS GOLD TR00326A104207,517$6.2M1.72%
21ACCENTURE PLC IRELANDACN19,722$6.2M1.71%
22ADOBE INCADBE15,950$6.1M1.70%
23VANGUARD INDEX FDS92290836310,996$5.7M1.57%
24NOVO-NORDISK A SNONOF78,703$5.5M1.52%
25UNILEVER PLCUNLYF89,293$5.3M1.48%
26PAYPAL HLDGS INCPYPL78,052$5.1M1.42%
27ASML HOLDING N VASMLF7,165$4.7M1.32%
28ISHARES GOLD TRIAU80,497$4.7M1.32%
29BERKSHIRE HATHAWAY INC DELBRK-A8,467$4.5M1.26%
30ISHARES INC46428639227,162$4.2M1.16%
31RELX PLCRLXXF82,321$4.1M1.16%
32GLOBAL X FDS37954Y871172,041$3.9M1.10%
33APPLE INCAAPL15,839$3.5M0.98%
34META PLATFORMS INCMETA5,321$3.1M0.85%
35PEPSICO INCPEP19,403$2.9M0.81%
36SPDR S&P 500 ETF TRSPY5,140$2.9M0.80%
37TAIWAN SEMICONDUCTOR MFG LTD87403910017,179$2.9M0.79%
38ARISTA NETWORKS INCANET24,546$2.7M0.76%
39COLGATE PALMOLIVE COCL27,936$2.6M0.73%
40JOHNSON & JOHNSONJNJ15,739$2.6M0.73%
41ISHARES TR4642876898,071$2.6M0.71%
42NVIDIA CORPORATIONNVDA22,186$2.4M0.67%
43CHUBB LIMITEDCB7,463$2.3M0.63%
44DIAGEO PLCDGEAF20,840$2.2M0.61%
45INTUITIVE SURGICAL INCISRG4,320$2.1M0.60%
46MONDELEZ INTL INC60920710530,642$2.1M0.58%
47MCDONALDS CORPMCD6,409$2.0M0.56%
48UNITEDHEALTH GROUP INCUNH3,487$1.8M0.51%
49BOOKING HOLDINGS INCBKNG391$1.8M0.50%
50ISHARES TR46428825714,885$1.7M0.48%
51ISHARES TR4642876558,034$1.6M0.45%
52ASTRAZENECA PLCAZN21,591$1.6M0.44%
53GRAHAM HLDGS COGHM1,563$1.5M0.42%
54BECTON DICKINSON & COBDX5,892$1.3M0.38%
55VANGUARD INDEX FDS9229087694,689$1.3M0.36%
56THERMO FISHER SCIENTIFIC INCTMO2,218$1.1M0.31%
57ISHARES TR46428745712,551$1.0M0.29%
58ISHARES TR46428744010,725$1.0M0.28%
59RIO TINTO PLCRTNTF14,780$887,9820.25%
60BANK AMERICA CORP06050510419,836$827,7560.23%
61CISCO SYS INCCSCO13,100$808,4010.23%
62ISHARES TR46429B6636,608$800,3610.22%
63SPDR SER TR78464A7635,023$681,5210.19%
64VANGUARD BD INDEX FDS9219378358,044$590,8220.16%
65VANGUARD INDEX FDS9229086292,114$546,7230.15%
66ALPHABET INCGOOG3,480$543,6800.15%
67ISHARES TR46428844817,491$542,5710.15%
68EXXON MOBIL CORPXOM4,466$531,1410.15%
69COCA COLA COKO7,357$526,9080.15%
70ISHARES TR46429B7475,037$521,1780.15%
71ISHARES TR4642871764,522$502,3490.14%
72CORTEVA INCCTVA7,672$482,7990.13%
73ISHARES TR4642876141,262$455,6960.13%
74FRANCO NEV CORPFNV2,700$424,7080.12%
75MICRON TECHNOLOGY INCMU4,678$406,4710.11%
76ISHARES TR464287200701$393,8920.11%
77SANOFISNYNF7,002$388,3310.11%
78WHEATON PRECIOUS METALS CORPWPM4,200$325,9650.09%
79NEXTERA ENERGY INCNEE-PW4,467$316,6660.09%
80TRIP COM GROUP LTDTRPCF4,912$312,3050.09%
81ABBVIE INCABBV1,488$311,7660.09%
82WHITE MTNS INS GROUP LTDG9618E107154$296,5750.08%
83MATSON INCMATX2,300$294,7910.08%
84FIRST TR EXCHANGE TRADED FD33734X1922,689$274,8960.08%
85FIRST TR EXCHANGE-TRADED FD33733E3021,217$270,3570.08%
86ISHARES TR4642872913,482$263,7270.07%
87VANGUARD ADMIRAL FDS INC921932505720$240,8260.07%
88VANGUARD INTL EQUITY INDEX F9220428585,267$238,3840.07%
89TAKE-TWO INTERACTIVE SOFTWARTTWO1,069$221,5500.06%
90FIRST TR EXCHANGE TRADED FD33734X8463,361$211,7430.06%
91SCHWAB STRATEGIC TR8085246078,858$207,5430.06%
92ISHARES TR4642877211,448$203,3570.06%
93NIKE INCNKE3,110$197,4230.05%
94NETFLIX INCNFLX210$195,8310.05%
95VANGUARD SPECIALIZED FUNDS921908844990$192,0500.05%
96GOLDMAN SACHS GROUP INCGSCE347$189,5630.05%
97ISHARES INC46434G8222,750$188,5400.05%
98DUPONT DE NEMOURS INCDD2,521$188,2680.05%
99RTX CORPORATIONRTX1,317$174,4500.05%
100JPMORGAN CHASE & CO.VYLD709$173,9180.05%
101ISHARES TR4642886611,427$168,5790.05%
102SERVICENOW INCNOW208$165,5970.05%
103VANGUARD TAX-MANAGED FDS9219438583,182$161,7410.05%
104DOW INCDOW4,543$158,6420.04%
105ISHARES INC4642866653,200$141,1200.04%
106ISHARES TR464287598747$140,5560.04%
107AMERICAN ELEC PWR CO INC0255371011,250$136,5880.04%
108BP PLCBPPFF3,873$130,8690.04%
109BLACKSTONE INCBX925$129,2970.04%
110VANECK ETF TRUST92189F726805$126,6510.04%
111SELECT SECTOR SPDR TR81369Y803583$120,3780.03%
112COSTCO WHSL CORP NEW22160K105125$118,2230.03%
113VERISK ANALYTICS INCVRSK383$113,9880.03%
114FIRST TR EXCHANGE-TRADED FD33733E5003,883$111,1310.03%
115VANECK ETF TRUST92189F7001,274$86,4920.02%
116VANGUARD SCOTTSDALE FDS92206C1021,444$84,7480.02%
117SALESFORCE INCCRM313$83,9970.02%
118INTERCONTINENTAL EXCHANGE IN45866F104455$78,4880.02%
119VANGUARD SCOTTSDALE FDS92206C7061,315$78,1110.02%
120MORGAN STANLEYMS-PQ653$76,1860.02%
121ELECTRONIC ARTS INCEA510$73,7050.02%
122SCHWAB STRATEGIC TR8085244092,667$70,8890.02%
123HOME DEPOT INCHD192$70,3660.02%
124VANGUARD WORLD FD9219107251,180$69,5960.02%
125ISHARES TR464287804635$66,4020.02%
126SHELL PLCRYDAF866$63,4600.02%
127AMERICAN TOWER CORP NEW03027X100287$62,4510.02%
128OTIS WORLDWIDE CORPOTIS599$61,8170.02%
129ISHARES TR464287473483$60,8440.02%
130SPDR SER TR78468R747531$60,6050.02%
131ISHARES TR46432F842801$60,5960.02%
132UNITED PARCEL SERVICE INCUPS547$60,1650.02%
133KIMBERLY-CLARK CORPKMB405$57,5990.02%
134GREENBRIER COS INC3936571011,026$52,5520.01%
135WALMART INCWMT564$49,5140.01%
136MONOLITHIC PWR SYS INC60983910584$48,7180.01%
137TRACTOR SUPPLY COTSCO875$48,2130.01%
138ISHARES TR464287325508$46,3300.01%
139LOEWS CORPL503$46,2310.01%
140STARBUCKS CORPSBUX465$45,6120.01%
141TEXAS INSTRS INC882508104246$44,2060.01%
142CHEMOURS COCC3,200$43,2960.01%
143INVESCO EXCH TRADED FD TR IIIVZ1,479$41,1460.01%
144ISHARES TR464288182544$40,2560.01%
145EQUINIX INCEQIX49$39,9520.01%
146ISHARES TR464288802335$38,4810.01%
147ABBOTT LABSABLZF286$37,9380.01%
148ISHARES TR464287168280$37,6010.01%
149HONEYWELL INTL INC438516106165$34,9390.01%
150TE CONNECTIVITY PLCTEL247$34,9060.01%
151PFIZER INCPFE1,350$34,2090.01%
152SELECT SECTOR SPDR TR81369Y605660$32,8750.01%
153NORTHROP GRUMMAN CORPNOC63$32,2570.01%
154SELECT SECTOR SPDR TR81369Y209220$32,1220.01%
155MONSTER BEVERAGE CORP NEWMNST534$31,2500.01%
156COMCAST CORP NEWCCZ839$30,9590.01%
157EATON CORP PLCETN113$30,7170.01%
158CBRE GROUP INCCBRE229$29,9490.01%
159ISHARES TR464287242272$29,5640.01%
160D R HORTON INC23331A109231$29,3670.01%
161NASDAQ INCNDAQ387$29,3580.01%
162MASTEC INCMTZ250$29,1780.01%
163ISHARES TR46435G334767$28,7390.01%
164SCHWAB CHARLES CORPSCHW-PJ364$28,4940.01%
165ON SEMICONDUCTOR CORPON666$27,1000.01%
166ISHARES TR464287481224$26,3180.01%
167LISTED FD TR53656F623641$26,0570.01%
168AUTODESK INCADSK99$25,9180.01%
169FOGHORN THERAPEUTICS INCFHTX7,100$25,9150.01%
170PIMCO DYNAMIC INCOME FD72201Y1011,291$25,5620.01%
171REPUBLIC SVCS INC760759100104$25,1850.01%
172TELEDYNE TECHNOLOGIES INCTDY50$24,8860.01%
173CENTENE CORP DELCNC406$24,6480.01%
174ALEXANDER & BALDWIN INC NEW0144911041,404$24,1910.01%
175SCHLUMBERGER LTDSLB572$23,9100.01%
176SBA COMMUNICATIONS CORP NEWSBAC106$23,3210.01%
177ANSYS INC03662Q10573$23,1090.01%
178VANGUARD SCOTTSDALE FDS92206C771481$22,2750.01%
179CSX CORPCSX750$22,0730.01%
180VANECK ETF TRUST92189F676104$21,9930.01%
181DANAHER CORPORATION235851102106$21,7300.01%
182ISHARES TR4642882241,761$20,1110.01%
183LAM RESEARCH CORPLRCX270$19,6290.01%
184CHECK POINT SOFTWARE TECH LTM2246510486$19,6010.01%
185COLUMBIA ETF TR II19762B707300$17,8590.00%
186SEABRIDGE GOLD INCSA1,500$17,4620.00%
187FIRST TR EXCHANGE TRADED FD33738R720409$16,6340.00%
188IDEX CORP45167R10490$16,2870.00%
189COHEN & STEERS QUALITY INCOM19247L1061,289$16,1900.00%
190INTERNATIONAL PAPER CO460146103294$15,6850.00%
191KRANESHARES TRUST500767678545$15,3800.00%
192L3HARRIS TECHNOLOGIES INCLHX70$14,6520.00%
193CBRE GBL REAL ESTATE INC FD12504G1002,823$14,5670.00%
194FLOWERS FOODS INCFLO719$13,6680.00%
195ISHARES TR464288273215$13,6590.00%
196ISHARES INC46434G103238$12,8450.00%
197MERCK & CO INCMRK136$12,2070.00%
198SPDR SER TR78464A870131$10,6240.00%
199APPLIED MATLS INC03822210572$10,4490.00%
200VANGUARD INDEX FDS92290873627$10,0120.00%
201MARKEL GROUP INCMKL5$9,3480.00%
202GLOBAL PMTS INC37940X10292$9,0090.00%
203PJT PARTNERS INCPJT65$8,9620.00%
204ISHARES TR46428764833$8,4320.00%
205STAR BULK CARRIERS CORP.SBLK536$8,3400.00%
206AMPHENOL CORP NEW032095101124$8,1330.00%
207TESLA INCTSLA30$7,7750.00%
208GLOBAL X FDS37954Y855200$7,7600.00%
209QUALCOMM INCQCOM50$7,6810.00%
210ISHARES TR46428763050$7,5490.00%
211VANGUARD SCOTTSDALE FDS92206C847126$7,2590.00%
212BIO RAD LABS INC09057220727$6,5760.00%
213DEERE & CODE14$6,5710.00%
214ECOLAB INCECL25$6,3380.00%
215CATERPILLAR INCCAT19$6,2660.00%
216S&P GLOBAL INCSPGI12$6,0970.00%
217FREEPORT-MCMORAN INCFCX160$6,0580.00%
218IDEXX LABS INC45168D10414$5,8790.00%
219VANGUARD WHITEHALL FDS92194688584$5,3930.00%
220ANALOG DEVICES INCADI26$5,2430.00%
221HCA HEALTHCARE INCHCA15$5,1830.00%
222VANGUARD STAR FDS92190976878$4,8440.00%
223BALL CORPBALL88$4,5820.00%
224AON PLCAON11$4,3900.00%
225VERTEX PHARMACEUTICALS INCVRTX9$4,3630.00%
226MOODYS CORPMCO9$4,1910.00%
227ELI LILLY & COLLY5$4,1300.00%
228LOWES COS INC54866110717$3,9650.00%
229CME GROUP INCCME14$3,7140.00%
230VERALTO CORPVLTO37$3,6060.00%
231BROADCOM INCAVGO21$3,5160.00%
232DIAMONDBACK ENERGY INCFANG16$2,5580.00%
233ISHARES TR46428828126$2,3550.00%
234CONOCOPHILLIPSCOP22$2,3100.00%
235CHENIERE ENERGY INCLNG9$2,0830.00%
236ISHARES TR46432F33912$2,0510.00%
237ISHARES TR46434V45650$1,9850.00%
238ALCON AGALC20$1,8820.00%
239MARATHON PETE CORPMARA12$1,7480.00%
240ELEVANCE HEALTH INCELV4$1,7400.00%
241OCCIDENTAL PETE CORP67459910533$1,6290.00%
242BOEING COBA-PA9$1,5350.00%
243DIGITALBRIDGE GROUP INCDBRG-PJ164$1,4460.00%
244HUMANA INCHUM5$1,3230.00%
245ISHARES INC46428675631$1,3040.00%
246HALLIBURTON COHAL44$1,1160.00%
247OREILLY AUTOMOTIVE INC67103H1076$5730.00%
248OCEAN PWR TECHNOLOGIES INC6748705062$10.00%